Engaging Minds, Transforming Lives
Text Resize
Print This
Email This
Calculate Plan
Contact Us
View Video

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to Southwestern University. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Southwestern University. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Gift of Insurance
Charity image

Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • If Southwestern University retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
  • If Southwestern University cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
  • If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include Southwestern University as the beneficiary of your policy.

Contact us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.

Print This
Email This
Calculate Plan
Contact Us
View Video
  • #1 Ranked
    Ranked top national liberal arts school in Texas
  • 1,500 Students
    Southwestern has more than 1,500 students enrolled
  • of graduates are employed or accepted to graduate/
    professional school within 10 months of graduating
  • 1/3 Study
    A third of all students study abroad at least once
  • 95% of classes have
    fewer than 29 students
  • Located in Georgetown, Texas, just north of Austin and within a three-hour drive of three of the nation?s 10 largest cities
  • 12:1 Ratio
    The student to faculty ratio is 12 students to 1 faculty
  • 39,000 Hours
    student-volunteer hours given to local agencies
  • 75% of graduates who apply to medical, dental and veterinary school are admitted